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Original filing (PDF)20250729092041NAL0001200563001
NEXTECH SYSTEMS, LLC
Form 5500
FILING_RECEIVED
NEXTECH SYSTEMS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
498
Accounts w/ balance
467
Plan assets (EOY)
$30.3M
Net assets (EOY)
$30.3M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXTECH SYSTEMS, LLC.
Plan sponsor
Name
NEXTECH SYSTEMS, LLC
EIN
75-3068939
Address
4221 WEST BOY SCOUT BOULEVARD, SUIT · TAMPA, FL · 33607
Phone
(813) 425-9222
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $60K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSURANCE DIMENSIONS | — | TAMPA, FL | AUDITOR | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
Investments
26 direct securities · 1 pooled fund· $30.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$28.9M
26 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | — | — | — | $6.3M | 20.6% | |
| VANGUARD TARGET RETIREMENT 2055 INV | — | — | — | $3.9M | 12.8% | |
| VANGUARD TARGET RETIREMENT 2050 INV | — | — | — | $3.8M | 12.6% | |
| VANGUARD TARGET RETIREMENT 2045 INV | — | — | — | $2.0M | 6.8% | |
| JPMORGAN LARGE CAP GROWTH R6 | — | — | — | $2.0M | 6.5% | |
| VANGUARD TARGET RETIREMENT 2040 INV | — | — | — | $1.7M | 5.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.4M | 4.5% | |
| VANGUARD TARGET RETIREMENT 2035 INV | — | — | — | $1.3M | 4.1% | |
| FIDELITY INTERNATIONAL INDEX | — | — | — | $1.2M | 4.0% | |
| FIDELITY MID CAP INDEX | — | — | — | $917K | 3.0% | |
| MFS VALUE R6 | — | — | — | $685K | 2.3% | |
| FIDELITY SMALL CAP INDEX | — | — | — | $647K | 2.1% | |
| VANGUARD TARGET RETIREMENT 2030 INV | — | — | — | $641K | 2.1% | |
| CARILLON EAGLE MID CAP GROWTH R6 | — | — | — | $610K | 2.0% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 | — | — | — | $493K | 1.6% | |
| JPMORGAN CORE BOND R6 | — | — | — | $390K | 1.3% | |
| VANGUARD TARGET RETIREMENT 2060 INV | — | — | — | $372K | 1.2% | |
| MFS INTERNATIONAL INTRINSIC VALUE R6 | — | — | — | $368K | 1.2% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $331K | 1.1% | |
| VANGUARD TARGET RETIREMENT 2070 INV | — | — | — | $322K | 1.1% | |
| PGIM HIGH-YIELD R6 | — | — | — | $267K | 0.9% | |
| PRINCIPAL REAL ESTATE SECURITIES INST | — | — | — | $223K | 0.7% | |
| MACQUARIE SMALL CAP VALUE R6 | — | — | — | $191K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2025 INV | — | — | — | $167K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2020 INV | — | — | — | $80K | 0.3% | |
| VANGUARD TARGET RETIREMENT INCOME INV | — | — | — | $53K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2065 INV | — | — | — | $9K | <0.1% |
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